Finance professional with over 15 years diverse experience in the field of derivatives and fixed income securities.  

 
 
  • Aptitude and experience with adapting resources, processes and technologies to changing business environments.
  • Effectively managed teams ranging from one to six members.
  • Experience with fixed income and structured securities and their associated derivatives from both the asset (investor) and the liability (issuer) side of the balance sheet.
  • Extensive knowledge of these products from an operational, accounting and reporting perspective (GAAP, Statutory and SEC Reporting).  
  • Certified Treasury Professional
 
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Contributions to the Arch Capital 2015 10K:

  • Management's Discussion and Analysis Results of Operations (page 81):
    • Prepared analysis, narrative and support for:
      • Other than Temporary Impairments
      • Investable Assets Managed by Arcch
      • Investable Assets in the ‘Other’ Segment
  • Note 8: Investment Information (page 166):
    • Prepared analysis, narrative and support for all sections, including:
      • Other Than Temporary Impairment
      • Alternative Investments (included in Other Investments)
      • Securities Lending
      • Investments accounted for under the Fair Value Option
  • Note 9: Fair Value (page 173):
    • Analyzed population and ensured accurate and supportable level assignments for all fair value pricing levels.
    • Narrative of methodology used for level assignments by major asset type
    • Analyzed and prepared all associated table disclosures
  • Note 10: Derivative Instruments (page 179):
    • Analyzed and provided disclosure detail for all investment-related interest rate and FX derivatives including:
      • Swaps
      • Futures
      • Forwards
      • Options
      • TBAs